About Lionshare

The short version

I share a simple to follow stock strategy designed for growth. The exact list of about 10 positions I hold is shared to you every Monday morning before the market opens, and is designed to be followed in 30 minutes.

It has outperformed the market since going live in January 2026 and all trades are publicly available.

If you prefer to see it rather than read about it, the Monday list from August 24 is shared publicly to all. The positions are outdated, but it is exactly what is shared. Or read more on the The Backtest or visit the Live track record on Dub.

What you get

Every Monday morning, just before the market opens, you receive a list of the exact positions I hold with their weighting and stop level in your inbox. You can copy them in your own account within 30 minutes, and then there is nothing else to do for the rest of the week till the following Monday. There is no research to do or charts to monitor.

• The free version gets the weekend review on Saturday which shares the weekly performance (In the same way, transparently, if the portfolio grew or declined during the week).

• The paid version at $39 per month or $350 per year gets the full Monday list (every position, weight and stop level) before the market opens. It comes with the weekend review as well.

You can cancel any time with one click.

How it works

The system behind Lionshare is designed to follow a set of well-tested and adaptable rules that evaluate several hundred large U.S. equity stocks on a weekly basis across five dimensions: quality, growth, earnings, valuation and share price momentum.

It is designed to select 10 stocks every week but usually has few positions that do most of the work with the largest being up to 30% of the portfolio. It also moves out of stocks when the conditions are unfavourable and then selects a single fund to hold until they improve, which was about three weeks out of 10 in testing.

I continuously improve the algorithm, and test changes on historical data to ensure reliability before they go live, as my personal wealth is run with the same strategy.

The record

Every trade was public on Dub since 12 January 2026. Dub is designed so that the creator can’t edit the trades and that anyone can see the live results and historical performance.

Since October 16, 2026, the live portfolio has increased by 111% versus the broad market that returned roughly 12%. The winning and losing weeks are next to each other as they happened.

Lionshare is the second record, starting from May 26, 2026. The Monday lists are always shared before the market opening and remain archived, so a paying reader can see any week’s list, to see what I would hold prior to knowing the results. And every Saturday the performance for the week is reviewed and shared, which is free for all. The archive is here.

The strategy was tested on historical data before being deployed live. I continue to test every change. You can see the full performance results in the backtest section.

What to expect

It is designed to grow, but growth is not always uniform and in the test it grew most of the year from a few strong weeks while four of ten weeks lost money. The portfolio is concentrated, which can lead to sharp drops like in June and July, and this may drop further in the future. In some weeks the list is down to one fund and there is no trade to perform.

This is for someone that can follow it every week as it changes to the market conditions.

Who this is for

A person who is already trading or investing, can place trades in their own account and would like to have a complete portfolio to copy, as opposed to research on a single idea or more general stock market information. You can be any location as long as you have access to trading US equities. The weights are designed in percentages so that the list is compatible with most account sizes.

But it’s not for someone who wants advice or needs it to pay every month.

What a Monday looks like

It is 7:30 AM New York time, two hours before the market opens. The list, one line for each position, which includes the ticker symbol, its weight and stop price, arrives in your inbox. The orders go into your own broker to be executed, and the stops are also set simultaneously at the opening. This takes about 30 minutes, or about the time you spend enjoying your first cup of coffee, after which you are free to enjoy the rest of the week. All these steps are detailed in How a Monday works and you can see all your other questions in the FAQ.

Getting started

The free tier is designed for people to easily start following the weekend review which is published every Saturday and the record to follow as long as they want without paying anything. The full list is shared to paying subscribers every Monday before the market opens, costing $39/month or $350/year, with the ability to cancel in one click.

Why I built it

We all know that picking the right stocks to hold can lead to faster returns than a simple fund, but the hard part is to know which to select to hold this week, when every feed and newsletter is providing a new idea.

I had this exact challenge. I am Seb, an electronic engineer working a normal full-time day job. For many years I selected my own portfolio of stocks and used various analysis services to make those decisions. While the insight they provide is valuable, I found that managing an entire portfolio, and all of the many moving parts to consider, was too much of a second job for myself.

I had 9 different indicators on my spreadsheet, each saying something slightly different, and found that I would select which indicator agreed with my current thoughts, and use that as my analysis.

I learnt from engineering that it is better to rely on systems I can test, so I created my own system for managing my own money by following simple rules that act in the same way each week and that have been tested with historical data before they went live. The portfolio is live on Dub with 30k of my own money as of 12th Jan 2026 with the goal to reach 1 million. One Monday at a time.